+75.9%
LUNR vs IP
-18.9%
+94.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | +0.3% |
| 7D | -3.6% | -5.3% | +1.6% | -2.5% |
| 30D | +5.9% | -10.9% | +16.7% | +8.3% |
| 3M | -56.0% | +11.2% | -67.1% | -57.9% |
| 6M | -20.5% | -10.2% | -10.2% | -19.3% |
| YTD | -8.7% | -2.0% | -6.8% | -13.5% |
| 1Y | +75.9% | -19.1% | +95.0% | +86.5% |
| All | +75.9% | -18.9% | +94.8% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling